See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-1411118 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,222 | $57,651+106.8% | $112,229+6.2% | $71,457+66.8% |
| Participation rate | 38.4% | 58.9%-20.6pp | 72.4%-34.1pp | 67.9%-29.6pp |
| Annual return | 18.61% | 18.32%+0.3pp | 30.20%-11.6pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,473 | $1,913-23.0% | $3,430-57.1% | $2,588-43.1% |
| Participant deferral / active EE | $2,239 | $2,863-21.8% | $4,798-53.3% | $4,289-47.8% |
| Admin fee / account holder | $271 | $1,581-82.9% | $7,748-96.5% | $1,587-82.9% |